High Net Worth Management

As your goals and priorities change – so should your portfolio of investments.

The common definition of a High Net-Worth Investor (HNWI) is someone with liquid investable assets in excess of one million dollars. At NEFG, we understand that the goals and priorities for a HNWI typically evolve from simply “saving for retirement” to tax-efficient strategies and how to best create a legacy.

Through our financial planning guidance, we educate our HNW clients on the types of tax efficient investments and estate planning techniques available to them. We discuss the benefits of adding alternative investment strategies, typically only available to a HNWI, to compliment the traditional stocks and bonds they may already own. Lastly, and most importantly, we generally act as a “lead advisor” to our HNW clients, assisting them with their other advisory relationships.